Overview

Insight to potential business acquisition/merger/succession opportunities. I am a small firm with long term clientele in business for 26 years providing highly personalized retirement planning and portfolio management services. 3 employees plus myself (sole owner). Core portfolio focus on DFA Funds.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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